Elevated Capital Advisors, LLC Sells in Q3 2025

Elevated Capital Advisors, LLC

  • $338 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-30.2K
- 15.3%
$72.65 - $78.68 $2.2M - $2.38M
167K $13.1M
VNLA
Janus Henderson Short Duration

ETFs
-12.8K
- 11.27%
$48.99 - $49.29 $628K - $632K
101K $4.98M
BNDX
Vanguard Total International B

ETFs
-11.9K
- 8.08%
$49.0 - $49.51 $584K - $590K
136K $6.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-7.23K
- 8.32%
$78.11 - $79.07 $565K - $572K
79.7K $6.29M
NRG
Nrg Energy, Inc.

Utilities
-2.96K
- 26.47%
$144.77 - $173.91 $428K - $515K
8.22K $1.33M
BOND
Pimco Active Bond Exchange Tra

ETFs
-5.36K
- 11.44%
$90.83 - $93.81 $486K - $502K
41.5K $3.87M
PM
Philip Morris International Inc.

Consumer Defensive
-1.28K
- 11.29%
$157.77 - $183.27 $202K - $235K
10.1K $1.63M
INTU
Intuit Inc

Technology
-303
- 22.05%
$646.03 - $807.39 $196K - $245K
1.07K $731K
IBM
International Business Machines Corp

Technology
-882
- 15.86%
$234.77 - $292.47 $207K - $258K
4.68K $1.32M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.7K
- 8.24%
$76.16 - $78.59 $282K - $291K
41.2K $3.22M
NOW
Service Now, Inc.

Technology
-137
- 12.47%
$850.86 - $1044.69 $117K - $143K
962 $885K
COST
Costco Wholesale Corp

Consumer Defensive
-162
- 11.61%
$915.95 - $994.57 $148K - $161K
1.23K $1.14M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.87K
- 26.26%
$108.97 - $121.65 $313K - $349K
8.07K $973K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-8.33K
- 15.34%
$28.77 - $29.79 $240K - $248K
46K $1.36M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-5.75K
- 7.64%
$45.72 - $47.27 $263K - $272K
69.6K $3.27M
ISRG
Intuitive Surgical Inc

Healthcare
-173
- 11.65%
$433.66 - $544.47 $75K - $94.2K
1.31K $586K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-9.72K
- 15.93%
$22.64 - $23.22 $220K - $226K
51.3K $1.19M
T
At&T Inc.

Communication Services
-6.49K
- 14.18%
$26.94 - $29.62 $175K - $192K
39.3K $1.11M
EMR
Emerson Electric CO

Industrials
-1.44K
- 12.93%
$128.6 - $149.63 $185K - $215K
9.67K $1.27M
AMT
American Tower Corp

Real Estate
-506
- 13.07%
$192.32 - $232.35 $97.3K - $118K
3.37K $647K
LLY
Eli Lilly & CO

Healthcare
-223
- 12.17%
$625.65 - $812.69 $140K - $181K
1.61K $1.23M
SPGI
S&P Global Inc.

Financial Services
-241
- 13.55%
$484.94 - $564.15 $117K - $136K
1.54K $748K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-4.52K
- 15.07%
$48.06 - $50.98 $217K - $231K
25.5K $1.29M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-15.9K
- 4.26%
$18.93 - $19.47 $302K - $310K
358K $6.93M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-3.25K
- 6.91%
$67.48 - $71.55 $219K - $232K
43.7K $3.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-278
- 33.41%
$617.65 - $666.84 $172K - $185K
554 $369K
EFG
Msci Eafe Growth ETF

ETFs
-1.35K
- 25.21%
$106.99 - $114.46 $144K - $154K
4K $455K
HON
Honeywell International Inc

Industrials
-251
- 6.49%
$207.7 - $240.4 $52.1K - $60.3K
3.62K $761K
DIS
Walt Disney CO

Communication Services
-468
- 5.2%
$112.25 - $124.0 $52.5K - $58K
8.53K $976K
AVIG
American Centy ETF Tr Avantis

ETFs
-3.53K
- 16.08%
$41.02 - $42.32 $145K - $150K
18.4K $775K
BEN
Franklin Resources Inc

Financial Services
-4.59K
- 11.88%
$23.13 - $26.03 $106K - $119K
34K $787K
SKOR
Flexshares Tr Credit Scored Us

ETFs
-2.82K
- 15.67%
$48.34 - $49.39 $136K - $139K
15.2K $746K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-526
- 12.01%
$567.77 - $614.76 $299K - $323K
3.85K $2.36M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.41K
- 11.31%
$182.33 - $194.5 $256K - $273K
11K $2.15M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.24K
- 11.75%
$100.37 - $100.74 $125K - $125K
9.34K $940K
SIXJ
Aim ETF Prods Tr Allianzim U S
-4.91K
- 14.35%
$31.96 - $33.34 $157K - $164K
29.3K $976K
XLF
Financial Sector Spdr

ETFs
-2.38K
- 29.71%
$51.37 - $54.25 $122K - $129K
5.63K $303K
GE
General Electric CO

Industrials
-1.49K
- 19.49%
$244.75 - $305.63 $364K - $454K
6.14K $1.85M
KMB
Kimberly Clark Corp

Consumer Defensive
-516
- 5.13%
$121.72 - $136.77 $62.8K - $70.6K
9.54K $1.19M
EXC
Exelon Corp

Utilities
-3.05K
- 13.91%
$42.73 - $45.54 $130K - $139K
18.9K $850K
VIG
Vanguard Dividend Appreciation

ETFs
-555
- 27.3%
N/A
1.48K $269K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-11.6K
- 2.81%
$10.48 - $10.64 $122K - $124K
402K $4.27M
PEG
Public Service Enterprise Group Inc

Utilities
-1.03K
- 8.73%
$79.99 - $90.14 $82.1K - $92.6K
10.7K $895K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-2.03K
- 8.38%
$50.93 - $53.85 $103K - $109K
22.1K $1.18M
RE
Everest Re Group LTD

Financial Services
-233
- 10.84%
N/A
1.92K $710K
MBB
Ishares Tr

ETFs
-953
- 25.24%
$92.46 - $95.73 $88.1K - $91.2K
2.82K $268K
IVV
Ishares Core S&P 500 ETF

ETFs
-530
- 9.5%
$620.67 - $670.08 $329K - $355K
5.05K $3.38M
HYGV
Flexshares Tr High Yield Value

ETFs
-2.11K
- 14.87%
$40.55 - $41.28 $85.5K - $87.1K
12.1K $497K
CMBS
Ishares Cmbs ETF

ETFs
-1.8K
- 16.06%
$48.14 - $49.26 $86.5K - $88.5K
9.4K $461K
Activity Summary
Buys All Purchases 93 New Holdings 17 Increased Positions 76 Sells All Sells 157 Reductions 157 Sold out 0 Options Calls 0 Puts 0
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